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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,720 | $98,240-67.7% | $82,312-61.5% | $147,586-78.5% |
| Participation rate | 55.6% | 79.7%-24.2pp | 76.9%-21.3pp | 82.8%-27.3pp |
| Annual return | 12.34% | 30.85%-18.5pp | 25.88%-13.5pp | 578.59%-566.2pp |
| Employer contribution / active EE | $1,755 | $3,192-45.0% | $2,428-27.7% | $4,876-64.0% |
| Participant deferral / active EE | $2,419 | $4,383-44.8% | $3,706-34.7% | $5,439-55.5% |
| Admin fee / account holder | $110 | $8,563-98.7% | $5,608-98.0% | $10,886-99.0% |